Wiki source code of 18.4.1 Create a New Plan
Last modified by Admin User on 2023/06/30 10:26
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| author | version | line-number | content |
|---|---|---|---|
| 1 | 1. Select the** Approval Rules > Approval Plans** tab to open the Approval Plan screen. | ||
| 2 | [[image:PECOS Admin.WebHome@Fig 17.4 - Create new approval plan.png||height="90%" width="90%"]] | ||
| 3 | 1. At the **Plan Type** dropdown list click one option: | ||
| 4 | 1*. **Requisition Approval:** The plan will route requisition documents only for approval. | ||
| 5 | 1*. **Purchase Order Approval:** The plan will route Purchase Order documents only for approval. | ||
| 6 | 1*. **Change Order Approval:** The plan will route Change Order documents only. | ||
| 7 | 1*. **Receipt Approval:** The plan will route Receipt records only. | ||
| 8 | 1*. **Invoice Settlement Approval**: The plan will route Invoice documents only. | ||
| 9 | 1. Click **New**. ‘New Plan’ will appear by default in the description and name fields. | ||
| 10 | 1. Enter a** Plan Name **(max 48 characters). This** **should be the short name for your plan and will appear at the top of your task list. The plan name is viewed when you search for a plan. | ||
| 11 | 1. Enter a** Plan** **Description **(max 256 characters – default is ‘New Plan description’). This is the long name of your plan and can contain greater detail. The plan description is viewed when you search for a plan. | ||
| 12 | 1. Select either the **Master** or **Subplan** plan radio button (default is Master Plan). | ||
| 13 | 1. Click the **Organisation** button and using the organisation explorer tree, designate the organisation to which this plan will be assigned for //administration purposes//. Click the update button after selection. | ||
| 14 | Note that this organisation selection is optional: if none is selected the plan will be saved to your default administration organisation. | ||
| 15 | 1. Click **Update**. A confirmation screen will display: click OK to establish your new Approval Plan. | ||
| 16 | 1. You are now ready to build the tasks for the new plan. Click **Insert Child** to add your first task: ‘New Task’ will appear in the task tree and task name field. Follow the steps for Activity, Owner and Criteria below. |